Wealth.com Employee Directory

Q: What is Wealth.com known for?

Wealth.com was founded in 2021. Wealth.com operates in the Financial Services industry.

Q: How many employees does Wealth.com have currently?

Wealth.com has approximately 169 employees.

Financial ServicesUnited States51-200 Employees

Wealth.com brings the technical innovation and AI you’d expect from a Google Ventures-backed company, paired with the financial expertise and fiduciary trust from a legacy institution like Charles Schwab.

Founded in 2021, Wealth.com is the industry’s leading estate planning platform, empowering 750+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. 

Financial advisors ranked Wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, Wealth.com was honored by WealthManagement.com as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.

An industry employer of choice, Wealth.com is rated among Fast Company’s 2024 Best Workplaces for Innovators and ranked #24 on Fortune’s list of the 100 Best Small Workplaces for 2024.

Find Wealth.com employees' phone numbers or email addresses

Wealth.com Global Highlights

North America
108

United States Of America
106
Canada
1
Barbados
1

Asia
10

India
6
Pakistan
2
Turkey
1
Sri Lanka
1

Europe
7

Ireland
6
Spain
1

Africa
6

Nigeria
5
South Africa
1

Oceania
1

Australia
1

Wealth.com's Leadership

R. L.
Chief Executive Officer
Mobile Phone
Email
M. G.
Chief Financial Officer
Mobile Phone
Email
K. P.
Chief Technology Officer
Mobile Phone
Email
J. H.
Vice President Sales Operations
Mobile Phone
Email
B. C.
Vp Of Hr
Mobile Phone
Email
D. T.
Vice President Of Product Strategy
Mobile Phone
Email
J. B.
Vp Of Security
Mobile Phone
Email
J. O.
Vp Of Legal Product
Mobile Phone
Email

Wealth.com Employee Metrics

100%

50%

0%

2025

2024

Engineering
Sales
Product Management
Marketing
Customer Success
Other
Operations

Contact profiles from Wealth.com

Name

Title

Contact Info

Location

Last Update

S. B.
Art Director
Mobile Phone
Email
United StatesTexas
Aug 09, 2025
C. M.
Sales Operation Team Lead
Mobile Phone
Email
Nov 11, 2025
G. B.
Sr. Manager, Brand & Communications
Mobile Phone
Email
United StatesTexas
Nov 10, 2025
J. H.
East Regional Sales Manager At Wealth.Com
Mobile Phone
Email
United StatesPennsylvania
Nov 11, 2025
G. G.
Regional Sales Manager - Southeast
Mobile Phone
Email
United StatesFlorida
Oct 25, 2025
A. M.
Sr. Client Success Manager
Mobile Phone
Email
United StatesMassachusetts
Nov 11, 2025
E. K.
Sr. Customer Success Manager
Mobile Phone
Email
United States
Oct 23, 2025
E. D.
Regional Sales Manager | Central Region
Mobile Phone
Email
United StatesTexas
Nov 11, 2025
J. R. B.
Event Marketing Lead
Mobile Phone
Email
United StatesMassachusetts
Nov 13, 2025
L. W.
Manager, Customer Engagement
Mobile Phone
Email
Oct 26, 2025

Frequently Asked Questions

What is Wealth.com known for?

Wealth.com was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 51 W 3rd St, #110 Tempe, Arizona 85281, US. Explore Wealth.com's company overview page for more information.

What is Wealth.com's most common email format?

Wealth.com employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth.com email formats with LeadIQ.

How many employees does Wealth.com have currently?

Wealth.com has approximately 169 employees as of October 2025. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are Wealth.com's key employees and leadership?

As of October 2025, Wealth.com's key employees include:

Chief Executive Officer: R. L.
Chief Financial Officer: M. G.
Chief Technology Officer: K. P.
Vice President Sales Operations: J. H.
Vp Of Hr: B. C.

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